See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,342 | $86,944-22.5% | $107,525-37.4% | $74,304-9.4% |
| Participation rate | 45.2% | 59.6%-14.4pp | 75.1%-29.9pp | 60.3%-15.2pp |
| Annual return | 10.50% | 23.52%-13.0pp | 181.32%-170.8pp | 29.43%-18.9pp |
| Employer contribution / active EE | $463 | $2,757-83.2% | $3,754-87.7% | $2,241-79.4% |
| Participant deferral / active EE | $2,972 | $3,554-16.4% | $5,116-41.9% | $3,767-21.1% |
| Admin fee / account holder | $6,463 | $3,727+73.4% | $8,919-27.5% | $2,969+117.7% |